AeroLeads people directory · profile

Travis Hale, Candidate For Cfp® Certification Email & Phone Number

Retirement Planner at Fidelity Investments
Location: Durham, North Carolina, United States 12 work roles 1 school
1 work email found @fmr.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email t****@fmr.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Fidelity Investments
Role
Retirement Planner
Location
Durham, North Carolina, United States
Company size
83148 employees

Who is Travis Hale, Candidate For Cfp® Certification? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Travis Hale, Candidate For Cfp® Certification is listed as Retirement Planner at Fidelity Investments, a with 83148 employees, based in Durham, North Carolina, United States. AeroLeads shows a work email signal at fmr.com and a matched LinkedIn profile for Travis Hale, Candidate For Cfp® Certification.

Travis Hale, Candidate For Cfp® Certification previously worked as Investment Management Consultant at Fidelity Investments and High Net Worth Service Representative at Fidelity Investments. Travis Hale, Candidate For Cfp® Certification holds Bachelor'S Degree, Finance, Degree Anticipated, Apr 2022 from Brigham Young University.

Company email context

Email format at Fidelity Investments

This section adds company-level context without repeating Travis Hale, Candidate For Cfp® Certification's masked contact details.

*@fmr.com
68% confidence

AeroLeads found 1 current-domain work email signal for Travis Hale, Candidate For Cfp® Certification. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Travis Hale, Candidate For Cfp® Certification

Experienced service representative. Taken courses in finance, accounting, and spreadsheet analysis.Specialties: Customer service, Korean (reading, writing, and speaking), Microsoft Excel automation (VBA), SQL, Tableau, data analysis, and leadership

Listed skills include Microsoft Word, Microsoft Office, Research, Powerpoint, and 8 others.

Current workplace

Travis Hale, Candidate For Cfp® Certification's current company

Company context helps verify the profile and gives searchers a useful next step.

Fidelity Investments
Fidelity Investments
Retirement Planner
Durham, NC, US
Website
fidelity.com
Employees
83148
AeroLeads page
Company profile
View company profile Email format
12 roles

Travis Hale, Candidate For Cfp® Certification work experience

A career timeline built from the work history available for this profile.

Korean Language Support Services Representative

Nu Skin

Provo, Utah, Us

Resolve technical issues and provide outstanding customer service for over 30 people each dayCreate over 6% additional revenue in personal salesLed team in the lowest after-call work time by 20 secondsMaintain average call handle time of less than nine minutes, improving by 15% over ninemonths

Oct 2019 - May 2022

Project Manager, Team Lead

I Am Zambia

Coordinate efforts with three other interns, ensuring satisfactory completion of current projectsImprove financial reporting processes by creating P&L Statements for business enterprisesPerform financial analysis to drive profitability and magnify socioeconomic impact

Sep 2020 - Dec 2020

Sponsor Liaison

Tessel Supply

Coordinated efforts between a team of four other interns and the company sponsorStreamlined meetings, reducing time spent at meetings by 50% over the course of four monthsIdentified effective platforms for reaching target audience, expanding market by 2.03 millionSouth KoreansCreated and translated more than two graphic ads to be used in A/B testing on Facebook

Jan 2020 - Apr 2020

Server

Yummy'S Korean Bbq And Sushi

Contributed to a 4.7/5 star rating with 774 reviews on GoogleTrained six new serversTook orders in Korean

Aug 2018 - Oct 2019

Route Manager

Aptive Environmental

Provo, Ut, Us

Presented products and directed 114 prospects to make a buying decision, leading to 99 contracts and a sales-to-service ratio of 86%Maintained average contract value of $495, 39% higher than the minimum contract valueSold in the top 20% in the company over holidays such as Memorial Day and Fourth of JulyIncreased personal sales revenue by more than $47,000

May 2019 - Aug 2019

Account Manager

Vivint Smart Home

Provo, Ut, Us

Interacted with customers intending to cancel their service with VivintEfforts as an account manager resulted in "saving" over 90 Vivint customers in two months

Apr 2016 - Jul 2016

Cutco Independent Sales Representative

Vector Marketing

Olean, Ny, Us

Demonstrated and sold products to customersEfforts resulted in over $7500 in sales during the summer seasonSelected as an assistant manager for the Provo areaInterviewed candidates and occasionally lead team meetings

May 2015 - Aug 2015
Team & coworkers

Colleagues at Fidelity Investments

Other employees you can reach at fidelity.com. View company contacts for 83148 employees →

RV Ranjith Venkatramani Ranjith Venkatramani Colleague at Fidelity InvestmentsChennai, Tamil Nadu, India View → MA Mary Anne Neuhaus Mary Anne Neuhaus Colleague at Fidelity InvestmentsFort Mitchell, Kentucky, United States View → VS Vilmarys Salgado Vilmarys Salgado Colleague at Fidelity InvestmentsDublin, County Dublin, Ireland View → JF Jeffrey Farrar Jeffrey Farrar Colleague at Fidelity InvestmentsFort Worth, Texas, United States View → DD Derrick D. Jacks Derrick D. Jacks Colleague at Fidelity InvestmentsRaleigh-Durham-Chapel Hill Area, United States View → CO Caitlin O'Hanley Caitlin O'Hanley Colleague at Fidelity InvestmentsMiddletown, Rhode Island, United States View → DE Dhanasekar Elumalai Safe Spc, Csp-Sm, Cal Agile Evangelist Dhanasekar Elumalai Safe Spc, Csp-Sm, Cal Agile Evangelist Colleague at Fidelity InvestmentsDallas, Texas, United States View → SP Saravanan Pichandi Saravanan Pichandi Colleague at Fidelity InvestmentsPlano, Texas, United States View → DH Dylan Hayes Dylan Hayes Colleague at Fidelity InvestmentsLimerick, County Limerick, Ireland View → AG Amanda Goble Amanda Goble Colleague at Fidelity InvestmentsDallas-Fort Worth Metroplex, United States View →
1 education record

Travis Hale, Candidate For Cfp® Certification education

  • Brigham Young University
    Brigham Young University
    Apr 2022
FAQ

Frequently asked questions about Travis Hale, Candidate For Cfp® Certification

Quick answers generated from the profile data available on this page.

What company does Travis Hale, Candidate For Cfp® Certification work for?

Travis Hale, Candidate For Cfp® Certification works for Fidelity Investments.

What is Travis Hale, Candidate For Cfp® Certification's role at Fidelity Investments?

Travis Hale, Candidate For Cfp® Certification is listed as Retirement Planner at Fidelity Investments.

What is Travis Hale, Candidate For Cfp® Certification's email address?

AeroLeads has found 1 work email signal at @fmr.com for Travis Hale, Candidate For Cfp® Certification at Fidelity Investments.

Where is Travis Hale, Candidate For Cfp® Certification based?

Travis Hale, Candidate For Cfp® Certification is based in Durham, North Carolina, United States while working with Fidelity Investments.

What companies has Travis Hale, Candidate For Cfp® Certification worked for?

Travis Hale, Candidate For Cfp® Certification has worked for Fidelity Investments, Nu Skin, I Am Zambia, Tessel Supply, and Yummy'S Korean Bbq And Sushi.

Who are Travis Hale, Candidate For Cfp® Certification's colleagues at Fidelity Investments?

Travis Hale, Candidate For Cfp® Certification's colleagues at Fidelity Investments include Ranjith Venkatramani, Mary Anne Neuhaus, Vilmarys Salgado, Jeffrey Farrar, and Derrick D. Jacks.

How can I contact Travis Hale, Candidate For Cfp® Certification?

You can use AeroLeads to view verified contact signals for Travis Hale, Candidate For Cfp® Certification at Fidelity Investments, including work email, phone, and LinkedIn data when available.

What schools did Travis Hale, Candidate For Cfp® Certification attend?

Travis Hale, Candidate For Cfp® Certification holds Bachelor'S Degree, Finance, Degree Anticipated, Apr 2022 from Brigham Young University.

What skills is Travis Hale, Candidate For Cfp® Certification known for?

Travis Hale, Candidate For Cfp® Certification is listed with skills including Microsoft Word, Microsoft Office, Research, Powerpoint, Customer Service, Microsoft Excel, Social Media, and English.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.